Serving with Purpose curriculum offers flexible formats and applied learning to help advisors support clients facing ...

Thinking about the CFP®? Discover how financial advisors earn it, what the process is, and why it’s the gold standard in financial planning.

Legendary planner Dick Wagner was the author of the 1990 essay "To Think ... Like a CFP" in The Journal of Financial Planning. A group of younger financial planners who are part of the influential ...

Health insurance, life insurance, disability, long-term care, and property coverage should be reviewed and right-sized to fit your situation. Without these in place, even a well-built financial plan ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

Looking for a top CFP® prep course? This Kaplan CFP® course review breaks down features, packages, and why it stands out.

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...

The human side of financial planning will only become more important as technology handles the mechanical side.

The patchwork of government programs for adults with disabilities, and their varying eligibility rules, create complications and traps. But more financial planners are aiming to help. When she was ...